CHANGES

Any change to an approved budget will be handled through the change management process.

 

The main processes within project change are:

  1. Input a change request
  2. Submit the change request for approval
  3. Select the appropriate approval action (approve or reject)

Full Setup (18 minutes)

This covers all topics in a single video. You can watch the individual topics in shorter videos, broken up into the following sections.

Download the Full Guidebook: Click Here

Breakout Video #1 – How do I input a change request? (9 minutes)

Download the Guidebook: Click Here

Download the Training Example: Click Here

This video will cover:

  • Quick terminology/background
  • Setup the parameters
  • (Optional) View/update the general attributes
  • (Optional) View/update the economic summary
  • Create change line items
  • Time-phase
  • (Optional) Upload any documents

Breakout Video #2 – How do I submit a change request for approval? (5 minutes)

Download the Guidebook: Click Here

Download the Training Example: Click Here

This video will cover:

  • Review the approval workflow
  • Submit
  • (Optional) Confirm submission

Breakout Video #3 – How do I approve a change request? (4 minutes)

Download the Guidebook: Click Here

Download the Training Example: Click Here

This video will cover:

  • Select the project
  • (Optional) Review the details
  • Approve with the Change Menu
  • Approve with the User Dashboard